See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,135 | $138,044-44.1% | $125,339-38.5% | $134,475-42.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -34.24% | 750.33%-784.6pp | 572.05%-606.3pp | 417.96%-452.2pp |
| Employer contribution / active EE | $4,721 | $5,243-10.0% | $4,814-1.9% | $4,740-0.4% |
| Participant deferral / active EE | $15,921 | $7,799+104.2% | $7,446+113.8% | $6,400+148.8% |
| Admin fee / account holder | $649 | $11,571-94.4% | $10,010-93.5% | $11,426-94.3% |